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Orion Introduces Flexible Wealthtech Solutions for Advisors
Slice of Finance Team
07 Jul
Key Highlights:
Standalone and bundled offerings provide advisors with unparalleled flexibility.
Orion Trading added as a standalone solution for integrated trading and rebalancing.
Foundation Stack launched for smaller RIA firms with essential tools and discounts.
Orion Stacks deliver a cohesive, productivity-boosting experience.
Source (Business Wire)
Notable Quotes:
“By offering a unified, flexible ecosystem of offerings where every firm can do business with us as they see fit, we aim to provide unrivaled opportunity to all advisors.”
“We remain ahead of the competition by understanding the challenges our advisors face and identifying areas of opportunity.”
Our Take:
Orion's latest announcement solidifies its position as a leader in wealthtech innovation. By offering both standalone and bundled solutions, Orion demonstrates a deep understanding of the diverse needs of advisory firms. The introduction of the Foundation Stack is particularly noteworthy, providing smaller RIAs with a cost-effective, integrated technology suite that can scale with their growth. Orion's commitment to flexibility and client service is evident, ensuring that advisors have the tools they need to thrive in a competitive market. This strategic move not only enhances Orion's value proposition but also empowers advisors to deliver superior service and achieve greater business success.